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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
951
Fort Point Capital Partners
California
$1.88M +$122K +450 +7%
NRG
952
Nemes Rush Group
Michigan
$1.87M -$6.51K -24 -0.3%
PVI
953
Pine Valley Investments
New Jersey
$1.87M +$324K +1,193 +21%
APP
954
Avantax Planning Partners
Iowa
$1.86M +$25.2K +93 +1%
SCA
955
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M +$3.8K +14 +0.2%
WWM
956
Western Wealth Management
Colorado
$1.86M +$2.17K +8 +0.1%
OAM
957
Oak Asset Management
California
$1.86M -$4.07K -15 -0.2%
XF
958
XML Financial
Maryland
$1.86M +$1.9K +7 +0.1%
HCM
959
Hilton Capital Management
New York
$1.85M – – –
NS
960
NBC Securities
Alabama
$1.83M +$1.82M +6,723 New
AAM
961
AR Asset Management
California
$1.83M – – –
IW
962
Imprint Wealth
South Carolina
$1.83M +$122K +448 +7%
GSB
963
Greenfield Savings Bank
Massachusetts
$1.82M +$1.63K +6 +0.1%
RA
964
RFG Advisory
Alabama
$1.82M -$203K -747 -10%
CIP
965
Convergence Investment Partners
Florida
$1.81M -$407K -1,502 -18%
DJSG
966
D.J. St. Germain
Massachusetts
$1.81M -$10.9K -40 -0.6%
RAM
967
Ramirez Asset Management
New York
$1.81M +$1.8M +6,628 New
AIC
968
Argus Investors Counsel
New York
$1.8M -$119K -440 -6%
IWA
969
IBEX Wealth Advisors
New Jersey
$1.8M +$1.79M +6,591 New
FFM
970
Forum Financial Management
Illinois
$1.8M +$423K +1,559 +31%
IFG
971
Independent Financial Group
California
$1.8M +$135K +496 +8%
SWM
972
Silverlake Wealth Management
Vermont
$1.78M -$292K -1,076 -14%
AWA
973
Arete Wealth Advisors
Illinois
$1.77M -$264K -974 -13%
SIG
974
Sargent Investment Group
Maryland
$1.77M -$15.7K -58 -0.9%
BFA
975
Bragg Financial Advisors
North Carolina
$1.76M -$37.2K -137 -2%
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